When to use Templates (Team Connectors)

Templates create a reusable connector structure that applies to several cards at once. When you update the Template, the change shows up on every card assigned to it.

When to use them

Situation	Templates
A team of more than 5 people with connectors in common	✅
You need to update shared information often	✅
You want to guarantee brand consistency	✅
Different departments with different needs	✅
The team grows often	✅

Dynamic tags available

Tag	Replaced by	Example
{{email}}	The cardholder's email	[email protected]
{{telefono}}	The cardholder's phone	+34 612 345 678
{{linkedin}}	LinkedIn URL	linkedin.com/in/mariagarcia

Custom fields

You can create custom fields and add more tags. For example: {{direccion}}, {{centralita}}, {{zona_geografica}}.

A practical example

A sales team of 20 people. They all need:

• Email → {{email}} (dynamic)
• Phone → {{telefono}} (dynamic)
• LinkedIn → {{linkedin}} (dynamic)
• Company website → www.company.com (static)
• PDF catalogue → link to the PDF (static)

With individual connectors: 6 connectors × 20 people = 120 manual set-ups.

With one Template: you set it up once and it applies to all 20 cards.

⚠️ Important: Dynamic tags only work if the matching data is filled in on each person's profile.

💡 Tip: Mix dynamic connectors (with tags) and static ones (without tags) in the same Template.